Citigroup’s Westwood Holdings Group WHG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $39K | Sell |
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|
2025
Q1 | $105K | Sell |
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|
2024
Q4 | $103K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $2K | Sell |
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|
2021
Q1 | $9K | Sell |
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|
2020
Q4 | $24K | Buy |
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|
2020
Q3 | $8K | Sell |
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|
2020
Q2 | $18K | Sell |
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|
2020
Q1 | $45K | Buy |
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|
2019
Q4 | $49K | Sell |
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|
2019
Q3 | $75K | Sell |
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|
2019
Q2 | $99K | Buy |
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|
2019
Q1 | $88K | Buy |
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|
2018
Q4 | $85K | Buy |
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|
2018
Q3 | $112K | Buy |
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|
2018
Q2 | $64K | Sell |
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|
2018
Q1 | $69K | Sell |
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|
2017
Q4 | $102K | Buy |
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|
2017
Q3 | $25K | Buy |
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|
2017
Q2 | $3K | Sell |
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|
2017
Q1 | $15K | Sell |
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|
2016
Q4 | $513K | Buy |
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|
2016
Q3 | $42K | Sell |
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|
2016
Q2 | $44K | Sell |
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|
2016
Q1 | $399K | Buy |
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|
2015
Q4 | $145K | Buy |
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|
2015
Q3 | $76K | Sell |
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|
2015
Q2 | $91K | Buy |
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|
2015
Q1 | $89K | Buy |
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|
2014
Q4 | $78K | Buy |
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|
2014
Q3 | $45K | Buy |
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|
2014
Q2 | $31K | Sell |
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|
2014
Q1 | $68K | Sell |
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|
2013
Q4 | $135K | Buy |
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|
2013
Q3 | $0 | Sell |
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|
2013
Q2 | $1K | Buy |
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